Riverview Trust Company’s Community Bank CBU Stock Holding History

Riverview Trust Company’s Portfolio CBU Stock Details CBU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-202	Closed	-$13K	–	712
2022 Q4	$13K	Buy	+202	New	+$12.6K	0.01%	549

Other funds holding CBU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Riverview Trust Company's CBU Position: Q1 2023 in Review

Riverview Trust Company sold out of Community Bank (CBU) in Q1 2023, closing a stake of 202 shares — an estimated $13K sold.

Riverview Trust Company first reported a position in CBU in Q4 2022 and held it in 1 quarter. The position peaked at $13K in Q4 2022. 244 funds tracked by Wall St. Rank hold CBU as of Q1 2023.

Riverview Trust Company reported no remaining Community Bank position as of Q1 2023 after selling out during the quarter.
Riverview Trust Company sold 202 Community Bank shares in Q1 2023, an estimated $13K.
Riverview Trust Company first reported a position in Community Bank in Q4 2022 and held it in 1 quarter.
Riverview Trust Company's Community Bank position peaked at $13K in Q4 2022.
244 funds tracked by Wall St. Rank held Community Bank as of Q1 2023.

Based on Riverview Trust Company's 13F filing for Q1 2023, filed 20 Apr 2023.